Pinnacle Family Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pinnacle Family Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,885	Closed	-$993K	–	111
2023 Q1	$993K	Buy	+13,885	New	+$992K	0.6%	35
2021 Q1	–	Sell	-22,199	Closed	-$1.6M	–	133
2020 Q4	$1.6M	Sell	22,199 -2,357	-10%	-$157K	0.98%	28
2020 Q3	$1.47M	Buy	+24,556	New	+$1.46M	0.99%	27
2018 Q3	–	Sell	-164,424	Closed	-$9.24M	–	70
2018 Q2	$9.24M	Sell	164,424 -91,100	-36%	-$5.09M	4.92%	7
2018 Q1	$13.9M	Buy	255,524 +171,060	+203%	+$9.46M	7.96%	4
2017 Q4	$4.56M	Sell	84,464 -125,000	-60%	-$6.59M	2.1%	23
2017 Q3	$10.6M	Buy	+209,464	New	+$10.3M	4.98%	4

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Pinnacle Family Advisors's IJK Position: Q2 2023 in Review

Pinnacle Family Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 13,885 shares — an estimated $993K sold.

Pinnacle Family Advisors first reported a position in IJK in Q3 2017 and held it in 7 quarters. The position peaked at $13.9M in Q1 2018. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Pinnacle Family Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 13,885 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $993K.
Pinnacle Family Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and held it in 7 quarters.
Pinnacle Family Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $13.9M in Q1 2018.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Pinnacle Family Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.